20cm速递｜光伏概念走强，创业板新能源ETF华夏（159368）持仓股捷佳伟创20%涨停

Group 1 - The A-share market showed positive fluctuations with the ChiNext New Energy ETF (Huaxia, 159368) rising by 0.51% as of 11:11 AM, driven by strong performances from stocks like JieJia WeiChuang, which hit a 20% limit up [1] - The National Energy Administration released significant data indicating that the newly installed photovoltaic capacity reached 212 million kilowatts in the first half of the year, with a total installed capacity of approximately 1.1 billion kilowatts by the end of June 2025, reflecting a year-on-year growth of 54.1% [1] - The cumulative photovoltaic power generation in the first half of the year was 559.1 billion kilowatt-hours, marking a year-on-year increase of 42.9%, with an average utilization rate of 94%, showcasing the robust growth momentum and resilience of the photovoltaic industry [1] Group 2 - CITIC Securities highlighted that the "anti-involution" strategy has reached a national strategic level, with the photovoltaic industry being a core area for addressing issues of homogenized low-price competition and temporary overcapacity [1] - The photovoltaic industry chain is expected to see a reasonable price recovery and profit restoration as the industry returns to standardized and orderly competition, supported by the gradual implementation of potential supply-side reform policies [1]